
@Vortexai
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Building the future of energy markets
London, England
Joined January 2017
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A VLEC just loaded propane. The ACS SP NEREUS lifted LPG at Galena Park on 17-19 Oct, the first LPG cargo carried by a VLEC in Vortexa's dataset.
Download the report: vortexa.com/resources/report…
#Vortexa #LPG
High-risk oil markets saw significant shifts in September and early October. Russia now supplying 80% of high-risk crude, and increasingly reliant on China, while a sharp decline in Russian diesel volumes and potential sanctions relief could reshape flows in Q4.
Download the report now to learn more: vortexa.com/resources/report…
Gulf producers stand to gain as China replaces lost Iranian crude.
The loss of Iranian crude creates an opening for Gulf producers, while China’s fuel export policy is closely linked to Middle East Gulf crude availability.
Read new analysis by Emma Li, Lead China Oil Market Analyst: vortexa.com/insights/gulf-pr…
Explore Vortexa Freight Analytics: vortexa.com/product/freight?…
Crude markets are in constant flux
Liftings, refinery demand, China, dark fleet and dirty freight: our experts unpack what's really moving crude and where it goes next.
🗓️ Wed 28 Oct, two live sessions:
EUR/US: 10:00 CT / 15:00 GMT
MENA/APAC: 11:00 GST / 15:00 SGT
Register 👉 vortexa.com/events/crude-mar…
Brazil diesel imports expected to see delayed seasonal peak.
While Brazil's diesel imports historically see seasonal highs starting in September, this year's peak is not expected until at least late-October.
Read new analysis by Ellie Valencia, Senior Light Ends Market Analyst: vortexa.com/insights/diesel-…
Explore Vortexa Freight Analytics: vortexa.com/product/freight?…
MR Freight Divergence: A Market Poised for Rebalancing.
Growing Pacific MR supply and recovering Atlantic demand could narrow the regional freight premium.
Read new analysis by Wanying Zhang, Freight Analyst: vortexa.com/insights/mr-frei…
Explore Vortexa Freight Analytics: vortexa.com/product/freight?…
Iranian seaborne crude exports have effectively halted. Russia now dominates high-risk crude supply, leaning ever harder on China.
Download the report: vortexa.com/resources/report…
#Vortexa #Sanctions
73% of Strait of Hormuz transits were dark between March 1 and September 25, 2026 (as of October 5).
If those voyages aren’t in your data, they’re not in your balance.
Vortexa gives you the most complete view of dark activity, so the voyages others miss are in your numbers.
Is your supply picture complete? Learn more today: vortexa.com/feature/energy/d…
Are European jet cracks about to take off?
Northwest Europe jet imports have rebounded but can the recovery hold? We dig into supply from Asia, the Middle East and the US.
Read new analysis by Ernest Censier, Market Analyst: vortexa.com/insights/are-eur…
Explore Vortexa Freight Analytics: vortexa.com/product/freight?…
🛢️ An average of 8.43mbd of crude and condensate moved through Hormuz in September (as of Oct 2, 2026), tracked by Vortexa.
📊 If those barrels aren't in your data, they're not in your balance.
Learn more about Vortexa’s dark activity tracking: vortexa.com/feature/energy/d…
We're live at Cipriani Wall Street for Innovation Series Americas: New York 🗽 Our analysts are talking markets, the demo bar is packed, and nobody leaves empty-handed. Houston, see you Thursday! #VortexaInnovationseries
Bearish signs on oil markets emerge.
Crude/condensate supplies set to hit 2025 highs in October as Middle East mainstream supplies return to pre-war levels.
Read new analysis by Xavier Tang, Senior Market Analyst: vortexa.com/insights/bearish…
Explore Vortexa Freight Analytics: vortexa.com/product/freight?…
Innovation Series New York is one week away.
Join Vortexa at Cipriani Wall Street on Tuesday, the 6th of October for AI on flows data, a live analyst market panel and our demo bar. Tons of time for networking included!
Spaces are limited. Register: vortexa.com/events/vortexa-i…
#Vortexa #EnergyMarkets
Vortexa retweeted
Replying to @Vortexa
@Vortexa in my mind is the best in tracking dark flows - doing hard work of tanker by tanker tracking, following the path of the true bbl vs “X minus Y” approach. Note their numbers were consistently higher than others’, but somehow other voices got more weight in press.
Every cargo has a journey. Understanding the recovery in Middle East oil exports (Saudi Arabia, Iraq, Kuwait, UAE, Qatar, Bahrain and Oman, excluding Iran) means following each barrel until it leaves the region.
@Vortexa’s broader measure shows a substantial rebound for crude and refined products combined, but September's seven-day average has generally remained below 20 million barrels per day, against a pre-war baseline of 23.6 million. September averaged 17.8 million barrels per day, around 75% of pre-war levels.
This measure combines oil moving through Hormuz with terminal loadings in the Gulf of Oman and Saudi Red Sea. It includes crude, condensate and refined products, excluding Iranian-origin cargoes, with the same scope applied to the pre-war comparison. This is a broader measure than crude-only exports, and the distinction matters when discussing a return to pre-war levels.
Behind those numbers is the work of following cargoes through dark transits, shuttle voyages and ship-to-ship transfers. A barrel changing tankers is still the same barrel. Connecting those movements is essential to understanding how much supply is actually moving through the system.
The chart shows strong individual days, but also repeated setbacks. The seven-day average remains below the pre-war baseline despite those peaks.
At Vortexa, we are watching both the volume of the recovery and its durability. For anyone assessing supply availability and maritime risk, the ability to sustain flows over successive weeks matters far more than a single record day.
Pre-war baseline: March 2025–February 2026. Latest seven days provisional.
#OOTT
Most tankers now cross Hormuz with AIS switched off.
Vortexa tracked 8.1mbd through the Strait from June to mid-September, rising to 9.3mbd in September, dark transits included and confirmed cargo by cargo.
Miss them and you miss the competing cargo.
vortexa.com/demo
Two weeks to go, Houston!
Want a taste of what's coming? Here's a clip from our Innovation Series in Singapore 👇
youtube.com/shorts/X7NZqaf3D…
Now it's Houston's turn on October 8. Request your spot: vortexa.com/events/vortexa-i…
























